Finance Score: 1

Governance Score: 3

Support Score: 0

Reasonable growth: +1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

DAVIE BARNSTAPLE TRUST

Helps YOUNG PEOPLE including EDUCATION

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£29	£16	£13	n/a	n/a	n/a	n/a	n/a	2
31/12/22	£13	£14	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£13	£16	£-3	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£13	£10	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£13	£13	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£10	£7	£3	£0	£0	£0	n/a	0	0
31/12/17	£10	£15	£-5	£0	£0	£0	n/a	0	0
31/12/16	£10	£11	£-1	£0	£0	£0	n/a	0	0
31/12/15	£16	£9	£7	£0	£0	£0	n/a	0	0
31/12/14	£10	£15	£-5	£0	£0	£0	n/a	0	0
31/12/13	£6	£11	£-5	£0	£0	£0	n/a	0	0
31/12/12	£8	£6	£2	£0	£0	£0	n/a	0	0
31/12/11	£7	£0	£7	£0	£0	£0	NAN	0	0
31/12/10	£5	£4	£1	£0	£0	£0	n/a	0	0
31/12/09	£11	£10	£0	£0	£0	£0	n/a	0	0
31/12/08	£0	£1	£-1	£0	£0	£0	n/a	0	0
31/12/07	£10	£11	£-1	£0	£0	£0	n/a	0	0
31/12/06	£2	£1	£1	£0	£0	£0	n/a	0	0
31/12/05	£2	£0	£2	£0	£0	£0	NAN	0	0
31/12/04	£0	£0	£0	£0	£0	£0	NAN	0	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 20 years

minty.davie@btinternet.com

01691610612

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other education services

How it operates

Makes Grants to Organisations

Where it operates

Devon,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

CHARMIAN BREWIN Appointed: 2013

JOANNA ORANGE Appointed: 2022

MARK CHARLES DAVIE

DR MICHAEL WILLIAM JOHN DAVIE MD, FRCP (Chair), Other trusteeship: THE MICHAEL DAVIE RESEARCH FOUNDATION,

JANET COATES Appointed: 2022, Other trusteeships: PILTON UNITED CHARITY, PILTON HOUSE TRUST,

Legal constitution

Charity registered in England & Wales on 28/06/2004, number: 1104598

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

THE HOLLIES
WEST FELTON
OSWESTRY
SY11 4JU

Objectives

TO ADVANCE THE EDUCATION OF THE YOUNG PEOPLE OF BARNSTAPLE, AND TO PROMOTE THE BENEFIT OF THE YOUNG PEOPLE OF BARNSTAPLE BY:A. PROVIDING, IN THE INTEREST OF SOCIAL WELFARE, FACILITIES, GRANTS, OR EQUIPMENT FOR RECREATION OR LEISURE TIME OCCUPATION, ANDB. SUPPORTING THEIR ENJOYMENT OF THE ARTS OF MUSIC, DANCE, DRAMA, PAINTING, SCULPTURE AND ARCHITECTUREWITH THE OBJECT OF IMPROVING THEIR CONDITION OF LIFE

Defined Area of Benefit:

BARNSTAPLE

Data Sources